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Chad Anthony Safier

Oxford Wealth Group, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Oxford Wealth Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
646 clients
Average Client Portfolio
$365K average
Assets Under Management
$235.9M

Fee Structure

Location

111 N. Orange Avenue, Suite 775, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oxford Wealth Group, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
LPL Financial LLC
November 2021 - August 2024 · 2 yrs 9 mos
LPL Financial LLCBroker
November 2021 - August 2024 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - November 2021 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2018 - November 2021 · 2 yrs 11 mos
Edward Jones
October 2016 - July 2018 · 1 yr 9 mos
Edward JonesBroker
August 2016 - July 2018 · 1 yr 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.